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CIK: 0001887409
Total reported value
$416.2M
$416.2M
159 檔
11.0%
The Q2 2024 SEC filing reveals that Revisor Wealth Management LLC held a total portfolio value of $416.2M, covering 159 public equity positions.
During Q2 2024, Revisor Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.88% | -0.02% | +306.70% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.01% | -0.12% | -45.78% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.72% | +0.04% | -32.13% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.69% | +0.12% | -40.15% | |
| 5 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 4.47% | -0.42% | -35.67% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.05% | -0.02% | -42.65% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.85% | -0.30% | -26.49% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.83% | -0.34% | -49.39% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.70% | +0.15% | -31.53% | |
| 10 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.57% | +0.02% | +20.99% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.83% | -0.02% | -38.81% | |
| 12 | BIBL | Inspire 100 ETF | ETF-Other | 1.69% | -0.02% | -32.00% | |
| 13 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.69% | — | -49.61% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.59% | -0.04% | -27.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.23% | -41.20% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.10% | +0.03% | -49.56% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.10% | -39.27% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.02% | +446.10% | |
| 19 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.83% | -0.04% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.03% | -50.54% | |
| 21 | GE | General Electric | Stock-Industrials | 0.81% | +0.03% | -50.00% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.12% | +9.60% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | -0.12% | -38.99% | |
| 24 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.78% | -0.08% | -30.09% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.73% | -0.10% | -38.02% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.01% | -40.83% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.71% | -1.07% | -49.98% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.67% | — | -44.11% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.65% | -0.01% | -48.75% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.01% | -42.28% | |
| 31 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.60% | — | +32.05% | |
| 32 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.56% | -0.05% | -53.31% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.02% | +235.69% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.02% | -51.59% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | -20.78% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.26% | -41.21% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.08% | -52.69% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | -39.24% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.49% | -0.01% | -16.17% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.01% | -36.25% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.02% | -37.75% | |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.44% | — | -51.44% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.03% | -45.52% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.44% | +0.02% | -49.89% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.42% | +0.02% | -42.46% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.01% | -21.94% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | +0.02% | +51.21% | |
| 48 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.39% | — | — | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.37% | — | -20.66% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | — | +57.87% |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $416.2M across 159 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BIV, VIGI) accounted for 11.0% of total reported equity market value during Q2 2024.
During Q2 2024, Revisor Wealth Management LLC's top holdings by market value included AAPL (10.9%)、BIV (7.0%)、VIGI (4.7%). The largest single position, AAPL, represented 10.9% of total portfolio value.
In Q2 2024, Revisor Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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